NYSE$IP

International Paper Co · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

International Paper reported Q3 2025 net sales with a loss from continuing operations of $426M and diluted EPS of $(0.81).

The company reported a loss from continuing operations of $426 million, or $(0.81) per diluted share, compared with positive earnings in prior quarters, reflecting packaging and pulp market pressure, downtime, and cost headwinds. Adjusted operating metrics remained challenged as management executes strategic portfolio actions and mill optimization.

  • Loss from continuing operations $426M; EPS $(0.81).
  • Packaging and pulp pricing and volume pressure.
  • Adjusted operating earnings negative in the quarter.
  • Strategic review and cost actions underway.
  • Input costs and customer destocking weighed on results.

Headline financials

Total Revenue

$6.14B

Previous: $4.69B+31.0%
EPS (adj)

-$0.81

Previous: $0.42-292.9%
Cash Provided By Operating Activities

$605M

No prior period
Capital expenditures

$455M

No prior period
Restructuring charges, net

$342M

No prior period
Accelerated depreciation

$675M

No prior period
Net Income

-$1.1B

Previous: $150M-834.7%
Operating Income

-$675M

Previous: $237M-384.8%

Revenue & EPS history

International Paper · Revenue · Quarterly

$6.14B

Q3 2025+31%vs Q3 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

International Paper · $101M total across 1 segment · Q3 2023

  • Corporate and Inter-segment Sales
    $101M-22.3%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.2%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+1.0%

Avg return

30 days after

44%

31 / 70 earnings

Positive

+13.7%

Q3 2024

Best reaction

-12.3%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.9%-5.1%-0.4%
Q4 2025-5.1%+1.4%+5.0%
Q3 2025-12.3%-17.3%-10.7%
Q1 2025-4.1%-7.1%+0.4%
Q4 2024-1.6%-7.1%-2.8%
Q3 2024+13.7%+17.4%+20.0%
Q2 2024+0.7%+1.6%+6.5%
Q1 2024-1.7%+1.5%+32.0%
Q4 2023-6.6%-7.5%-2.2%
Q3 2023+0.1%+1.8%-0.6%
Q2 2023+5.8%+6.4%+0.5%
Q1 2023-4.2%-6.5%-11.4%
Q4 2022+8.1%+9.4%-0.7%
Q3 2022+1.8%+0.9%+10.5%
Q2 2022+0.4%-0.7%+0.0%
Q1 2022-2.3%-1.1%+4.1%
Q4 2021-0.3%+1.6%-4.0%
Q3 2021-6.3%-7.4%-10.4%
Q2 2021-1.3%+0.4%+2.8%
Q1 2021+0.6%+4.7%+9.4%
Q4 2020-7.1%-5.0%+7.0%
Q3 2020+1.7%+8.2%+17.9%
Q2 2020-5.3%-4.0%+0.5%
Q1 2020-7.1%-9.4%-6.8%
Q4 2019-6.1%-3.7%-14.8%
Q3 2019+3.1%+6.1%+8.7%
Q2 2019+2.7%+2.1%-15.2%
Q1 2019+3.8%+5.7%-3.4%
Q4 2018-2.1%-1.1%-2.3%
Q3 2018+13.0%+14.3%+13.2%
Q2 2018-1.9%+1.3%-2.3%
Q1 2018-1.7%-4.4%+1.2%
Q4 2017-1.1%-5.2%-7.0%
Q3 2017-1.1%-2.5%-6.4%
Q2 2017-2.9%-1.9%-3.2%
Q1 2017-0.2%-0.7%-3.1%
Q4 2016-6.2%-7.7%-4.4%
Q3 2016-2.5%-4.2%+5.8%
Q2 2016+0.5%-0.4%+7.2%
Q1 2016+0.5%
Q4 2015+3.6%
Q3 2015-0.1%
Q2 2015-2.6%
Q1 2015+0.5%
Q4 2014-0.5%
Q3 2014+3.5%
Q2 2014-3.5%
Q1 2014+0.3%
Q4 2013+1.7%
Q3 2013+2.7%
Q2 2013+4.0%
Q1 2013-0.6%
Q4 2012-0.8%
Q3 2012-2.0%
Q2 2012+6.4%
Q1 2012-1.3%
Q4 2011+5.2%
Q3 2011+1.9%
Q2 2011+4.1%
Q1 2011+2.3%
Q4 2010+0.9%
Q3 2010+1.2%
Q2 2010-3.8%
Q1 2009+6.2%
Q1 2010-0.1%
Q4 2007-3.0%
Q2 2009-3.0%
Q4 2009-3.0%
Q3 2009+4.8%
Q4 2008-4.1%

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